Brandon Falbe is a CFP® and holds a Series 66 license, with 21 years of experience in the financial advisory industry. He has worked at Forvis Mazars Wealth Advisors, LLC and its predecessor firms since 2012, including ten years at BKD Wealth Advisors prior to the firm's rebranding. He is based in Indianapolis, IN. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, utilizing a committee-approved investment approach and coordinating services through its affiliation with a national accounting and professional services parent.

Richard Stewart is a CFP® with 30 years of experience in the financial services industry. He is currently with Chelsea Advisory Services, Inc. and has previously worked at Regulus Financial Group, American Equity Investment Corporation, and HD Vest in various roles since 1997. Outside of his advisory work, he owns RB Stewart Financial, which provides tax preparation, accounting, and payroll services. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, as well as trusts and some corporate entities. The firm emphasizes a fundamental, long-term investment approach with diversified portfolios and typically manages accounts on a discretionary basis.

Heather Mc Ghee is a Series 66-licensed financial advisor with Modern Wealth Management, LLC, based in Clayton, IN. She has 2 years of experience at Modern Wealth Management and previously worked for 11 years at Edward Jones. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Harrison Powell is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with United Capital Financial Advisors since 2018, following roles at Budget Inks and East of Chicago Pizza Co. Powell is based in Indianapolis, IN. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by an extensive affiliate network and a technology platform that serves other independent advisors.

Peter Uihlein is a CFP® professional with 15 years of experience in financial advisory roles. He currently works at Lifeworks Advisors, LLC and has previously been affiliated with firms including Vincere Wealth Management and Northwestern Mutual Investment Services. He serves on the board of St. Nicholas Early Learning, a nonprofit daycare organization in Indianapolis. Lifeworks Advisors serves individual and institutional clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based and risk-based investment approach using diversified funds, third-party managers, and advanced analytical tools, and offers integrated tax and accounting capabilities uncommon among multi-team advisory firms.

Terry Brown is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab & Co., Inc. and Thurston Springer. Outside of his advisory role, Terry owns and operates two sports card businesses and serves as a board member for his local homeowners association. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 2025.

Troy Patton is a financial advisor with Archer Investment Corporation in Indianapolis, IN, holding a Series 63 designation and 24 years of industry experience. He has been with Archer Financial Advisors, Inc. since 2007. In addition to his advisory role, Patton is associated with a CPA firm, Patton & Associates. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach based on comprehensive financial assessments and offers both discretionary and model-driven portfolio management.

Michael Benefield is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Trustmont since 2019 and previously worked at Voya Financial Advisors. In addition to his advisory role, he is the owner of Benefield Law, a legal practice focused on patent law, estate planning, business law, and litigation, and serves on the board of the Indiana Gamma Gamma Chapter of Alpha Tau fraternity as well as the Clark-Pleasant Education Foundation. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment outlook and utilizes various public research sources, offering discretionary portfolio management and access to brokerage and insurance products through advisers who often hold multiple professional credentials or operate other financial businesses.

Nathan Eix is a CFP® professional at Truepoint, Inc. with six years of industry experience. He previously worked at WealthPoint Advisors, LLC, Charles Schwab, and Thr3e Wise Men. Truepoint serves individuals, families, trusts, and institutional clients, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it provides integrated tax and administrative services through related entities.

Kyle James is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience and holds a Series 66 designation. He has worked at Modern Wealth Management since 2023 and previously at Martin James Investment and Tax Management, LLC and World Equity Group. Outside of his advisory role, Kyle serves as Vice President of the board and assistant coach for a youth girls travel softball team through Indy Mavericks, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm utilizes a centralized portfolio management model with an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Duane Wimer is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 23 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based preferences, and supports clients with technology and reporting tools.

Bronson Verhines is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. His previous experience includes roles at BKD Wealth Advisors and FORVIS Wealth Advisors. Forvis Mazars Wealth Advisors, LLC serves individuals, families, retirement plans, institutions, and nonprofits by providing financial planning, investment management, retirement plan consulting, and family-office style services. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Nathanial Winklepleck is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Donaldson Capital Management LLC since 2012. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciaries and institutional entities.

Ronald Sieber is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 credential and has prior experience operating his own advisory business and working in insurance. Outside of advisory work, he owns and manages CGA Insurance LLC, where he sells health and life insurance products and maintains client relationships. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a variety of analytical approaches and model portfolios, delivering services through a large network of affiliated offices and investment professionals.

Amy Frizzell is a CFP®-certified financial advisor with 18 years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC, having previously held roles at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Outside of her advisory role, she serves as Chair of the Finance and Strategic Planning Committee for the Heroes Foundation in Indianapolis, overseeing their investment portfolio and budget process. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Jon Short is a CFP® professional with 26 years of experience in the financial services industry. He has worked at The Huntington Investment Company since 2009 and also spent time at Ameriprise Financial Services, LLC. Outside of his advisory role, he serves on the board of the Enis Furley Foundation, a nonprofit organization assisting families facing illness and hardship. The Huntington Investment Company serves individuals, charitable organizations, and businesses with advisory and brokerage services, utilizing an open-architecture investment approach that includes third-party sub-managers and proprietary models through its Private Bank.

Christopher Smail is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gwfs Equities, Inc. since 2016. Outside of his advisory role, he has been a freelance musician for over 25 years, performing and recording as a singer and guitarist. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated platform aligned with Empower’s recordkeeping and administrative systems.

Danielle Webster is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Paul Taylor is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments, Himested Improvements, JK Construction, and National Filter Sales. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group with ties to KeyBank and KeyBanc Capital Markets.

Michael Mcgee is a financial advisor with GWN Securities Inc. in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with GWN Securities since 2008 and is also involved with Midwest Deferred Compensation Specialists, LLC and Mcgee Financial Services, Inc. Outside of his advisory roles, Mcgee is a licensed insurance sales agent specializing in life insurance, annuities, health, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.